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SVB Wealth’s iShares Biotechnology ETF IBB Stock Holding History

SVB Wealth’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,566
Closed -$370K – 404
2025
Q3 		$370K Hold
2,566
– – 0.02% 325
2025
Q2 		$325K Buy
+2,566
New +$315K 0.02% 351
2025
Q1 		– Sell
-23,373
Closed -$3.09M – 1620
2024
Q4 		$3.09M Buy
+23,373
New +$3.29M 0.06% 184
2024
Q3 		– Sell
-23,465
Closed -$3.22M – 282
2024
Q2 		$3.22M Sell
23,465
-113
-0.5% -$15.1K 0.08% 189
2024
Q1 		$3.24M Sell
23,578
-173
-0.7% -$23.6K 0.07% 206
2023
Q4 		$3.23M Sell
23,751
-2,635
-10% -$321K 0.08% 193
2023
Q3 		$3.23M Buy
26,386
+1,524
+6% +$194K 0.07% 179
2023
Q2 		$3.16M Sell
24,862
-45
-0.2% -$5.85K 0.06% 193
2023
Q1 		$3.22M Sell
24,907
-1,213
-5% -$159K 0.05% 207
2022
Q4 		$3.43M Sell
26,120
-432
-2% -$55.8K 0.05% 208
2022
Q3 		$3.11M Buy
26,552
+19,935
+301% +$2.48M 0.05% 206
2022
Q2 		$778K Buy
6,617
+1,151
+21% +$137K 0.01% 365
2022
Q1 		$712K Sell
5,466
-12
-0.2% -$1.56K 0.01% 380
2021
Q4 		$836K Sell
5,478
-3,253
-37% -$504K 0.01% 337
2021
Q3 		$1.41M Sell
8,731
-409
-4% -$68.8K 0.02% 316
2021
Q2 		$1.5M Sell
9,140
-21
-0.2% -$3.23K 0.02% 308
2021
Q1 		$1.38M Sell
9,161
-1,865
-17% -$296K 0.02% 296
2020
Q4 		$1.67M Sell
11,026
-1,822
-14% -$260K 0.02% 260
2020
Q3 		$1.74M Buy
12,848
+1,463
+13% +$198K 0.03% 228
2020
Q2 		$1.56M Buy
11,385
+2,658
+30% +$339K 0.03% 223
2020
Q1 		$940K Sell
8,727
-2,931
-25% -$337K 0.02% 239
2019
Q4 		$1.41M Buy
11,658
+5,199
+80% +$580K 0.03% 255
2019
Q3 		$643K Sell
6,459
-530
-8% -$55.5K 0.01% 337
2019
Q2 		$762K Buy
+6,989
New +$743K 0.03% 322

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth's IBB Position: Q4 2025 in Review

SVB Wealth sold out of iShares Biotechnology ETF (IBB) in Q4 2025, closing a stake of 2,566 shares — an estimated $370K sold.

SVB Wealth first reported a position in IBB in Q2 2019 and held it in 24 quarters. The position peaked at $3.43M in Q4 2022. 958 funds tracked by Wall St. Rank hold IBB as of Q4 2025.

  • SVB Wealth reported no remaining iShares Biotechnology ETF position as of Q4 2025 after selling out during the quarter.
  • SVB Wealth sold 2,566 iShares Biotechnology ETF shares in Q4 2025, an estimated $370K.
  • SVB Wealth first reported a position in iShares Biotechnology ETF in Q2 2019 and held it in 24 quarters.
  • SVB Wealth's iShares Biotechnology ETF position peaked at $3.43M in Q4 2022.
  • 958 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q4 2025.

Based on SVB Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.